Summary:
MRAM may be one of the first complex nanotechnology products to generate significant revenues and it appears to have the commitment of more leading semiconductor firms than any other single nanoelectronics product. And already the hype has begun. For example, NVE, which claims some of the basic patents in the MRAM space, has seen its stock price rocket as naive investors rush in to make big money from the latest "nanostock." One of our competitors claims that by 2010, the MRAM market will be about the same size as the entire computer memory market is today.
In this report, NanoMarkets provides a sober analysis of the MRAM market. It examines exactly where the market for MRAM chips will be and the commitment that major semiconductor firms are making to MRAM. Such an analysis is long overdue, for while we expect MRAM to generate $12.9 billion in revenues by 2011, we believe it is important to understand what the capabilities of MRAM are and where the actual demand can be expected to come from. This report combines a technology assessment, eight-year market forecast and appraisal of the market strategies of leading firms active in the MRAM business.
Table of Contents
Executive Summary
- E.1 MRAM Overview
- E.2 MRAM Markets
- E.3 MRAM Makers
- E.4 MRAM Strategies
- E.5 MRAM Forecasts
Chapter One: Introduction
- 1.1 Background to this Report: Trouble in Paradise
- 1.1.1 MRAM and Spintronics
- 1.1.2 Overview of MRAM Technology and History
- 1.1.3 The Argument over NVEs Patents
- 1.2 Scope and Plan of this Report
- 1.3 Methodology of this Report
Chapter Two:Analysis of the Market for MRAM
- 2.1 MRAM Market Drivers and Retarding Factors
- 2.1.1 Non-Volatility
- 2.1.2 Speed
- 2.1.3 Power Usage
- 2.1.4 Capacity and Density
- 2.1.5 Rad Hardness, Soft Errors and Thermal Properties
- 2.2 Manufacturing Issues to be Resolved
- 2.3 Comparison with Other Memory Technologies
- 2.4 Key Markets for MRAM
- 2.4.1 Mobile Computing
- 2.4.2 Cell Phones and Other Handhelds
- 2.4.3 Portable Recording and Playback Devices
- 2.4.4 Home Computing and Consumer Electronics
- 2.4.5 Enterprise Computing and Telecommunications
- 2.4.6 Control Systems and Embedded Computing
- 2.4.7 Sensors, Smart Cards, RFIDs and Other "Disposables"
- 2.4.8 Military and Homeland Security
Chapter Three: Analysis of MRAM Market Strategies
- 3.1 Introduction: Keys to Success in the MRAM Market
- 3.2 Crocus Technology
- 3.3 Cypress
- 3.4 Freescale/Motorola
- 3.5 Hewlett-Packard
- 3.6 Honeywell
- 3.7 IBM, Infineon and Altis
- 3.8 Micromem
- 3.9 NEC/Toshiba
- 3.10 NVE
- 3.11 Philips/STMicroelectronics
- 3.12 Renesas
- 3.13 Samsung
- 3.14 Sony
- 3.15 Spintron
- 3.16 Taiwan Semiconductor
- 3.18 MRAMs Critics: Micron and Intel
- 3.19 Specialist MRAM toolmakers
- 3.19.1 Anelva
- 3.19.2 Singulus
- 3.19.3 Magnetic Solutions
- 3.19.4 Trikon
Chapter Four: Eight-Year Forecast of MRAM Markets
- 4.1 Forecasting Methodology
- 4.2 Eight-Year Forecasts
List of Exhibits
- Exhibit E-1
- Key Markets for MRAM
- Exhibit E-2
- MRAM Makers
- Exhibit E-3
- Current Strategies in the MRAM Space
- Exhibit E-4
- Eight-Year Forecasts of MRAM Revenues with Comparative Data ($ Millions)
- Exhibit 1-1
- Growing Problems with Conventional Memory Technology
- Exhibit 1-2
- Varieties of MRAM
- Exhibit 2-1
- Key Characteristics of Nanostorage Technologies
- Exhibit 3-1
- Cypress Five-Year Plan: Role of MRAM ($ Millions)
- Exhibit 3-2
- Cypress Semiconductor: Preliminary MRAM Specs
- Exhibit 3-3
- Freescale: Preliminary MRAM Specs
- Exhibit 3-4
- Honeywell: MRAM Specs
- Exhibit 4-1
- MRAM Markets, by Application Sector ($ Millions)
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